Latest Institutional Transactions on First Trust Nasdaq Technology (TDIV)
This table provides information on the latest institutional transactions involving First Trust Nasdaq Technology (TDIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
195+ 4.15% |
$12.7K - $15.2K
|
4.89K
$397K
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
11.9KNew |
$779K - $930K
|
11.9K
$970K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 60.07% |
$87.7K - $105K
|
894
$72.6K
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-379- 3.7% |
$24.7K - $29.5K
|
9.87K
$801K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.21KNew |
$209K - $250K
|
3.21K
$261K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
450+ 16.72% |
$29.3K - $35K
|
3.14K
$255K
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-912- 1.46% |
$59.5K - $71K
|
61.6K
$5M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4K+ 8.44% |
$680K - $811K
|
134K
$10.9M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.4K- 4.12% |
$157K - $187K
|
55.9K
$4.54M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
723+ 6.87% |
$47.1K - $56.2K
|
11.3K
$913K
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-621- 7.01% |
$40.5K - $48.3K
|
8.24K
$669K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
6+ 0.51% |
$391 - $467
|
1.18K
$96.1K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.8K+ 44.84% |
$704K - $840K
|
34.9K
$2.83M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.8K+ 3.27% |
$313K - $373K
|
151K
$12.3M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
433New |
$28.2K - $33.7K
|
433
$35.2K
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
300+ 1.52% |
$19.6K - $23.3K
|
20.1K
$1.63M
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.04K+ 7.99% |
$67.7K - $80.8K
|
14K
$1.14M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
61+ 1.54% |
$3.98K - $4.75K
|
4.03K
$327K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.77K+ 5.11% |
$115K - $138K
|
36.4K
$2.96M
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-302- 6.15% |
$19.7K - $23.5K
|
4.61K
$374K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-23- 0.65% |
$1.5K - $1.79K
|
3.51K
$285K
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$65.2 - $77.8
|
4.78K
$388K
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
597+ 7.74% |
$38.9K - $46.4K
|
8.31K
$674K
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-866- 0.86% |
$56.5K - $67.4K
|
99.9K
$8.11M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-98- 4.32% |
$6.39K - $7.62K
|
2.17K
$176K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.23K+ 51.9% |
$80.1K - $95.6K
|
3.6K
$292K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-994- 30.99% |
$64.8K - $77.3K
|
2.21K
$180K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
616New |
$40.2K - $47.9K
|
616
$50K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.3KNew |
$215K - $257K
|
3.3K
$268K
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
649+ 22.23% |
$42.3K - $50.5K
|
3.57K
$290K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.8K- 18.75% |
$1.36M - $1.62M
|
90.1K
$7.31M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
264+ 138.95% |
$17.2K - $20.5K
|
454
$36.9K
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-100- 2.08% |
$6.52K - $7.78K
|
4.71K
$382K
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-872- 7.36% |
$56.9K - $67.8K
|
11K
$891K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.1K+ 3.29% |
$788K - $940K
|
379K
$30.8M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.2K+ 1.11% |
$667K - $796K
|
930K
$75.5M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
271+ 8.99% |
$17.7K - $21.1K
|
3.29K
$267K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.73K+ 40.33% |
$113K - $134K
|
6.01K
$488K
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
18+ 0.38% |
$1.17K - $1.4K
|
4.76K
$386K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.73KNew |
$178K - $212K
|
2.73K
$222K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
41+ 8.2% |
$2.67K - $3.19K
|
541
$43.9K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
814+ 3.19% |
$53.1K - $63.3K
|
26.3K
$2.14M
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-5.31K- 3.35% |
$346K - $413K
|
153K
$12.4M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-9.36K- 21.72% |
$611K - $729K
|
33.8K
$2.74M
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-55- 0.8% |
$3.59K - $4.28K
|
6.78K
$550K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
495+ 6.81% |
$32.3K - $38.5K
|
7.77K
$631K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.24K+ 27.65% |
$407K - $486K
|
28.8K
$2.34M
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
264+ 8.35% |
$17.2K - $20.5K
|
3.42K
$278K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.01K- 6.0% |
$196K - $234K
|
47.1K
$3.83M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.4K- 1.81% |
$91.3K - $109K
|
75.9K
$6.17M
|